What Bitcoin Did

Danny Knowles
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66 snips
Aug 26, 2025 • 1h 12min

The Bull Market, Institutional Adoption & 2026 Recession? | Willy Woo

Willy Woo, a renowned Bitcoin analyst and fund manager, dives deep into the intricate landscape of cryptocurrency. He discusses how institutional investments, especially from firms like BlackRock, are reshaping Bitcoin's market dynamics. Willy foresees that 2026 could mark Bitcoin's first true business cycle downturn and explains the impact of liquidity waves on market behavior. He also touches on the transition from fiat to Bitcoin, the effects of ETFs on price volatility, and the strategic shifts in ownership preferences among institutional players.
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49 snips
Aug 21, 2025 • 1h 7min

The Bitcoin Treasury Playbook | Preston Pysh

Preston Pysh, a Bitcoin analyst and investment expert, dives deep into Bitcoin treasury mechanics in this discussion. He unpacks Michael Saylor’s strategic prowess and why it has eclipsed Bitcoin returns since 2020. Key topics include the engineering of preferred stock and convertible debt, the fallout from the fixed-income market's decline, and the significance of self-custody for investors. Pysh raises concerns over the risks of treating treasury companies as Bitcoin proxies and highlights potential threats like government nationalization.
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26 snips
Aug 19, 2025 • 1h 47min

Saving Bedford with Bitcoin | Peter McCormack

In this discussion, Peter McCormack, a seasoned Bitcoin podcaster and entrepreneur, dives into his intense legal battle against Craig Wright, revealing how UK libel laws influenced the case. He shares his mission to revitalize Bedford, highlighting how local business experiences reshaped his political outlook. McCormack underscores the challenges posed by government policies on entrepreneurship and advocates for community-driven solutions, all while exploring the potential of Bitcoin to empower societal change. This candid conversation is a blend of legal insights, local activism, and the transformative power of cryptocurrency.
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48 snips
Aug 14, 2025 • 1h 33min

The War on Bitcoin Privacy | Calle

Calle, a Bitcoin privacy advocate, dives deep into the importance of financial privacy for democracy. He discusses revolutionary tools like Cashu and BitChat, which can help Bitcoin users navigate regulatory threats. Calle reveals the lessons from the original Crypto Wars and explains the unmatched privacy of Chaumian eCash. He highlights the risks developers face today, emphasizing the need for secure communication in an age of increasing surveillance. Tune in for insights on preserving privacy and freedom in the Bitcoin landscape!
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116 snips
Aug 11, 2025 • 1h 46min

Is MSTR a Ponzi? | Lyn Alden & Andy Constan

Lyn Alden, an investment strategist known for her macroeconomic insights, teams up with Andy Constan, a 39-year finance veteran, to discuss Bitcoin treasury companies. They tackle the legitimacy of these firms, questioning if they border on Ponzi schemes. The duo examines how returns are generated, why there are premiums to net asset value, and whether these companies can sustain operations without new capital. Alden offers a bullish outlook on well-run treasuries, while Constan warns of their unsustainable reliance on fresh investments.
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14 snips
Aug 5, 2025 • 1h 19min

The State of Bitcoin Adoption | Troy Cross & Ella Hough

Troy Cross, a researcher with the Nakamoto Project, and Ella Hough, co-founder of the Bitcoin Students Network, dive deep into Bitcoin adoption trends worldwide. They unveil unique insights about Gen Z's views on Bitcoin and the surprising statistics surrounding self-custody. The conversation challenges myths about Bitcoin’s political alignment and highlights its potential as a universal language of truth. Furthermore, they discuss the significant role of young bitcoiners in shaping future political landscapes and the importance of financial education.
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74 snips
Aug 1, 2025 • 1h 14min

Why This Bitcoin Bull Market Is Different | Checkmate

Checkmate, a Bitcoin analyst and on-chain data expert who writes the Checkmate newsletter, explores Bitcoin's evolving market dynamics. He discusses why treasury companies are entering the scene and how institutional money is shifting on-chain behaviors. Checkmate highlights the implications of a recent 80,000 BTC sale on dormant assets and the distinct nature of drawdowns this cycle. He also delves into the impacts of quantum computing and corporate treasury strategies, giving insights into the future landscape of Bitcoin investment.
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60 snips
Jul 30, 2025 • 1h 15min

Metaplanet, Strategy, and the Corporate Bitcoin Race | Dylan LeClair

Dylan LeClair, a Bitcoin maximalist leading MetaPlanet's Bitcoin strategy, discusses the surge of corporate Bitcoin adoption. He reveals how companies like MetaPlanet scaled their Bitcoin holdings and the emerging competition in a winner-take-most market. Dylan explains Michael Saylor's revolutionary 'Stretch' and its potential to reshape corporate finances. He dives into premium dynamics, market fluctuations, and the connection between liquidity and Bitcoin price. With corporate treasuries getting serious, the landscape of finance is looking to transform dramatically.
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66 snips
Jul 25, 2025 • 1h 2min

Bitcoin’s New Era: Liquidity, Macro, and the End of Four-Year Cycles | Nik Bhatia

Nik Bhatia, author of *Layered Money* and a Bitcoin macro expert, dives into Bitcoin's potential shift away from traditional four-year cycles. He discusses how evolving corporate treasury strategies and increased liquidity are reshaping Bitcoin's market dynamics. Bhatia also examines the implications of macroeconomic forces on Bitcoin's price, suggesting that it could reach $1 million by 2032. The conversation touches on the impact of political influences like Jerome Powell’s policies and what it means for investors.
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50 snips
Jul 23, 2025 • 1h 11min

Jeff Booth | AI, Bitcoin, & The Collapse Of The Fiat Economy

Jeff Booth, author of 'The Price of Tomorrow' and a Bitcoin advocate, discusses the deflationary nature of free markets. He argues that our credit-driven economy is inherently flawed, as it fights against natural deflation. The conversation highlights how AI could exacerbate economic disparities while Bitcoin has the potential to create a truly global market. Booth emphasizes the cultural divide between ‘Fiatland’ and Bitcoin, and explains why regions like the Global South might adopt Bitcoin faster, reshaping power dynamics and housing markets.

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